Keap Pricing, Features, Reviews & Alternatives

Keap

An all-in-one CRM, sales and marketing automation software

4.08/5 (1,089 reviews)

Keap overview

What is Keap?

Keap, formerly Infusionsoft, helps small businesses grow with three highly customizable plans. Keap Grow This plan for startups and growing small businesses lets you organize everything in one tool, automatically follow up, and deliver the service that wins more business. Keap Pro This step-up plan provides all-in-one CRM, sales and marketing automation software designed for service-based businesses. Keap Pro offers repeatable sales process and marketing campaigns that will keep your business moving forward. Infusionsoft by Keap. Our top-tier offering helps established service-based businesses who need a CRM with advanced sales and marketing automation, and fully customizable campaigns that easily integrate with existing apps. At Keap, we also have a true passion for small business success. We've been in your shoes. Keap started as a small business, and more than 50% of our employees have owned or worked at a small business. Our love for small businesses is at the core of our culture.
keap.com

Pricing

Starting from
$79/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, United Kingdom

Supported languages

English, Swedish, Hebrew, Spanish, Arabic and 6 other languages, Portuguese, Dutch, German, French, Italian, Japanese
Keap screenshot: Infusionsoft E-Commerce toolsQuiet the Doubters. With Keap’s CRM software for small business business consultantKeap screenshot: Lead management in Infusionsoft for visual lead scoringKeap screenshot: Custom branded email marketing campaign with InfusionsoftKeap screenshot: Infusionsoft dashboardKeap screenshot: Organize daily tasks using Infusionsoft CRMKeap screenshot: Contact records in Infusionsoft's CRMKeap screenshot: Mobile responsive email builderKeap screenshot: Responsive email templates to choose fromKeap screenshot: Engagement tracking & follow-up message customizationKeap screenshot: Calendar and task managementKeap screenshot: Website visitor activity trackingKeap screenshot: Sales & pipeline reportsWhat is Keap?

Keap user reviews

Value for money
Features
Ease of use
Customer support
  3.8
  4.1
  3.5
  4.0
Mindy I.

Great for an all-in-one service

Used weekly for 6-12 months
Reviewed 2020-12-29
Review Source: Capterra

I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation. I have the email lists integrated onto my website optin forms and it's quite simple to see who takes action on the emails that are sent in the automation sequence.

Pros
I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.

Cons
I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Melissa C.

A great tool for more advanced small business marketing automation

Used weekly for 2+ years
Reviewed 2019-11-05
Review Source: Capterra

I've used Infusionsoft twice to accomplish marketing automation that Hubspot didn't handle well.

Pros
Infusionsoft is a great tool for small businesses that need to kick it up a notch with their marketing automation. It offers an easy to use visual workflow builder and although the learning curve is a bit steep, once users get the principles, the customization is a great trade off.

Cons
Infusionsoft does have its quirks and the learning curve can be steep for those who are not technical or logical. Recommend working with a partner to get past this challenge.

Response from Keap


Melissa,
Thank you so much for the high marks. So glad to hear the power of the product is beneficial to you and your business!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Brian M.

Just ok, lots of interaction after decision not to buy

Used daily for free trial
Reviewed 2021-05-14
Review Source: Capterra

Did not buy because it was too hard to load our on going data

Pros
Great software and user interface. This was the #2 choice for us

Cons
Poor integrations, could not load the data on an ongoing basis as we wanted to.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 6/10

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Suzanne D.

Great for eCommerce... Unfortunately, our sites are not eCommerce

Reviewed 2016-05-24
Review Source: Software Advice

Pros
InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.

Cons
Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Louizos Alexandros L.

Amazing product for the right use case

Used weekly for 1-2 years
Reviewed 2021-03-09
Review Source: Capterra

I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation

Pros
I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions. This is beyond amazing

Cons
It takes some time to learn how to do it and sometimes the integrations are a bit quirky with certain platforms e.g. wordpress

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Keap pricing

Starting from
$79/month
Pricing options
Free trial
Subscription
View Pricing Plans

Pricing starts at $79 for 500 contacts and unlimited emails.

Keap features

API
Alerts/Notifications
CRM
Calendar Management
Contact Management
Customizable Templates
Data Import/Export
Email Management
Email Marketing
Mobile Access
Reporting & Statistics
Reporting/Analytics
Search/Filter
Third Party Integrations

Access Controls/Permissions (308 other apps)
Activity Dashboard (410 other apps)
Customer Database (336 other apps)
Customizable Branding (369 other apps)
Social Media Integration (324 other apps)
Surveys & Feedback (307 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

GetApp Analysis

Most business owners launch their companies because they have a passion for their product or industry, not because they love the day-to-day minutia that goes along with running an SMB. Infusionsoft is a web-based solution that handles all the tasks that many business owners prefer not to manage on their own, helping users grow sales, get organized, and save time when dealing with basic business issues.

One of the key functions of using Infusionsoft is its ability to relieve the stress and effort involved in defining work flow processes and ensuring sales and marketing teams are aligned with the same business goals. By automating sales and marketing efforts, Infusionsoft enables businesses to maintain consistent brand messaging throughout their campaigns and to ensure personalized customer experiences.

Used by more than 20,000 small businesses, Infusionsoft’s cloud-based platform includes features for marketing campaign automation, online sales, lead scoring, custom quoting, contact management, and list segmentation. The application was developed specifically to provide entrepreneurs with tools that simplify the sales and marketing process, so business owners can spend more of their time dealing with the types of tasks and projects they actually enjoy.


What is Keap?

A sales and marketing software solution for small businesses, Infusionsoft was created to help its users get organized, grow sales, and save time. It allows business owners to both manage and automate their sales and marketing programs within one unified system. Infusionsoft also includes features like lead capturing, e-commerce, lead scoring, and an advanced email marketing platform.

Organization is another important part of Infusionsoft. Tools like task and contact management systems, calendaring options, and mobile capabilities ensure that entrepreneurs are using a platform that always has simplification in mind. At a glance, business owners are able to see things like client contact information, sales histories, account balances, and lead sources from within the Infusionsoft system.


Who is Keap For?

Infusionsoft was developed for small business owners with one or more years in business. Most Infusionsoft customers have between one and 25 employees, they speak English, and they operate in various industries. The average business owner who adopts Infusionsoft has some digital marketing experience, and he or she typically has around $50,000 in annual revenue.


Main Features

Automated Marketing Campaigns

Infusionsoft provides the tools to create high performing marketing campaigns from start to finish. Users can choose from one of numerous campaign templates, or they can create their own custom campaign. The campaigns include email marketing, direct mail letters, social media posts and automated voice broadcasts. These can be set up to run at specific times and dates, or upon certain behavioral triggers such as clicks and purchases.

The branding center within Infusionsoft ensures branding remains consistent across all communication platforms and channels. Furthermore, web activity monitoring tools such as visitor tracking, and website and landing page analytics, used alongside real-time marketing reports showing open rates, click throughs and social reach, ensure that all marketing efforts are continuously being refined and improved upon.

Email Marketing

An email marketing platform enables Infusionsoft customers to design professional-looking business emails. These emails can include everything from special promotional offers to autoresponders meant to nurture fragile leads. Infusionsoft’s email marketing platform includes spam scoring, which helps to ensure high inbox deliverability rates for users.

Users can avail of Infusionsoft’s drag and drop tools, available in the Campaign Builder, to design their first promotional email. They can choose to design in HTML or plain text, and can include elements like textboxes and social sharing widgets. The layout can be customized and the provided style tools can be used to add branded elements to emails.

Sales Automation

Along with pipeline management, lead scoring and distribution, other sales automation features within Infusionsoft include the ability to create custom quotes for potential clients. Once these quotes have been approved by the client, they are automatically converted into orders.

Sales reports on key performance metrics such as conversion rates and revenue make it easier to understand where sales teams have been successful and where they are under-performing. Choose to view these metrics directly from the dashboard, or pull reports as and when they are needed.

Lead Scoring

Depending on the type of business, lead scoring can be an incredibly important feature for entrepreneurs and sales teams. Infusionsoft’s lead scoring and distribution tools make it possible for businesses to identify “hot” leads and improve overall productivity through visual lead scoring.

Click on a contact’s profile and check out the number of flames showing under the Recent Activity section. The more flames that show up, the “hotter” the lead is. This type of lead scoring is easy to understand, and it ensures that leads are always assigned to the appropriate salespeople on your team.

Contact Management

Infusionsoft’s contact management system lets users see client contact information, marketing and sales histories, order and account balances, lead sources, lead scores, tasks and appointment histories, and website activity histories.

Click on the contact management tab, and select a name from the contact management system. On one screen, that person’s general information and an account summary appears, showing how much money that person has paid to the company. It is also possible to add tags, which are searchable notes that businesses can use for list segmentation.

The Infusionsoft CRM can be used to automate certain contact management tasks, ensuring client relationships are continuously nurtured. This can be done by setting up appointments, tasks and “follow-ups” within the CRM. Users can add active notes on prospects and clients, and have the ability to view and share interaction history with colleagues.

Online Storefronts

E-commerce tools allow Infusionsoft customers to create professional-looking online storefronts for their businesses. Included in these storefronts are digital shopping carts, which enable businesses to process transactions through their websites.

Infusionsoft provides users with customizable templates that they can use to design their e-commerce store. In addition to selling physical products (like t-shirts or posters, for example) there is also the option to sell services or subscriptions using Infusionsoft’s e-commerce tools. Users can then collect payments through PayPal or with a credit card.

One of the key E-commerce automation features within Infusionsoft includes post-purchase automation. Using this feature the entire online selling process is taken care of by the software, so users don’t have to lift a finger. After an order is placed, the software automates the fulfillment and delivery processes, as well as follow-up targeted campaigns and up-selling.

Other E-commerce automation tools within Infusionsoft include inventory management for tighter stock control, promotional tools for offering discounts and free trials, and referral campaign programs for agent partnerships.


Integrations

Infusionsoft integrates with small business resources such as Microsoft Outlook ®, Gmail, PayPal and hundreds of others through our API, as well as applications like Zapier. Through services, integrations and apps, Marketplace by Infusionsoft also connects customers with an ecosystem of solutions to help them do more with Infusionsoft.


Pricing

Infusionsoft offers simple pricing, with no contracts required. Pricing plans range from $199 per month (for the Essentials package) to $379 per month (for the Complete package). With Kickstart Services, each new customer receives one-on-one consulting and training resources to reduce ramp-up time and get to value faster.


Bottom Line

  • Automates sales and marketing processes to ensure brand consistency and your ideal customer journey

  • Helps small businesses grow sales, get organized, and save time

  • Handles the sales and marketing tasks that entrepreneurs dread

  • Used by more than 20,000 small businesses

  • Includes features for marketing automation, online sales, lead scoring, custom quoting, contact management, and list segmentation

  • Saves businesses time by housing all sales processes within one system


Videos and tutorials

Additional information for Keap

Benefits

CRM: simplify sales activities, qualify and distribute leads, automate sales tasks, view sales and conversion reports, manage opportunities and pipelines, capture leads with web forms, segment customers, manage calendar and tasks, import and manage data, and more.

MARKETING: build relationships with campaigns, follow-up with autoresponders, share content socially, measure results, capture leads with web forms, track results with reports, get personal with behavioral triggers, market offline, and more.

E-COMMERCE: create a storefront and shopping cart, create electronic order forms, sell with discounts, upsells and trials, offer payment plans, trigger post-purchase follow-up, invoice and collect electronically, manage product inventory and fulfillment, grow through affiliate programs, and more.

PAYMENT: fully integrated with Infusionsoft, fast setup and easy to use, transparent pricing, setup to support all handled through Infusionsoft, not another vendor.

AUTOMATION: build smart campaigns, qualify and distribute leads, automate workflow, create smart promo offers, invoice and collect automatically, track and deliver products, create personalized communications, and more.